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Research & Insight

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Since 1992, CMG has embraced uncommon solutions – the application of tactical investments as part of a progressive diversification philosophy – to help investors successfully navigate the challenges of today’s investment world.

To enlighten those decisions, we make our insights, opinions, and research available in a variety of forms: Newsletters, white papers, economic commentary and weekly market updates. It’s a great library of information and it’s open 24/7/365. That way, you can drop by anytime.

  • On My RadarSteve's weekly debriefing identifies the most relevant market events of the past week and discusses how he sees these events impacting the market.See all On My Radar debriefings
  • Trade SignalsFocused on identifying the short, intermediate and long-term trends in the investment markets: equities, fixed income, currencies, commodities and gold. See all Trade Signals

Most Recent Stories

OMR: A Macro Kid In A Candy Store - 04-26-2024

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  April 26, 2024 By Steve Blumenthal “The greatest wealth is created by being an early investor in innovation. Making that investment requires believing in something before the majority of people understand it. You will be mocked, ridiculed & criticized for your non-consensus [...]Read More >

On My Radar: Buckle Up - 04-19-2024

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  April 19, 2024 By Steve Blumenthal "World peace must develop from inner peace. Peace is not just mere absence of violence. Peace is, I think, the manifestation of human compassion." – Dalai Lama XIV   I've been writing about the growing geopolitical challenges, mainly a rising [...]Read More >

On My Radar: Inflation, Gold, Copper and Stock Market Valuations - 04-12-2024

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  April 12, 2024 By Steve Blumenthal "The deficits today are even larger and occurring in boom times—not as the result of a recession—and they have been supported by quantitative easing, which was never done before the great financial crisis [...] These markets seem to be pricing in at [...]Read More >

On My Radar: Understanding Private Credit - 04-5-2024

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  April 5, 2024 By Steve Blumenthal “It isn't so much that hard times are coming; The change observed is mostly soft times going.”  – Groucho Marx This is big. Lights on. Matters. First, the news, then the explanation. On March 5, ISDA submitted a letter to the Board of [...]Read More >

On My Radar: Daniel Kahneman – Thinking, Fast and Slow - 03-29-2024

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  March 29, 2024 By Steve Blumenthal “It's a wonderful thing to be optimistic. It keeps you healthy and it keeps you resilient.”  – Daniel Kahneman   Daniel Kahneman passed away this week. Kahneman was an Israeli-American author, psychologist, and economist notable [...]Read More >

On My Radar: The Fed and The Cup Half Full - 03-22-2024

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  March 20, 2024 By Steve Blumenthal “While Powell seemingly can't wait to cut rates to take some edge off the current levels, at the end of the day, about half the committee wants 3 cuts this year and about half put its dots in for 2, about where we stood before the meeting in terms [...]Read More >

On My Radar: The Big Picture – Long-term Secular View – Near-term Outlook – Target 2028 – Ideas   - 03-15-2024

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  March 15, 2024 By Steve Blumenthal "Easy money, wrote Hazlitt, creates economic distortions… it tends to encourage highly speculative ventures that cannot continue except under the artificial conditions that have given birth to them. On the supply side, the artificial reduction of [...]Read More >

On My Radar: Notes From The WB Park City 2024 Winter Symposium - 03-8-2024

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  March 8, 2024 By Steve Blumenthal "Emotional Intelligence grows through perception. Look around at your present situation and observe it through the level of feeling." – Deepak Chopra   I've been in Park City this week at the annual WallachBeth 2024 Winter Symposium, [...]Read More >

On My Radar: Boockvar, Habib and Dalio’s No Bubble - 03-1-2024

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  March 1, 2024 By Steve Blumenthal "When we talk about the bond vigilantes calling the government to task, we’re talking about this. The government needs to fund itself, and the task is getting more challenging." ­­– Steve Blumenthal, On My Radar Feb 23, 2024 I want to reiterate a [...]Read More >

On My Radar: CRE Office Space, A Slow Motion Train Wreck - 02-23-2024

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  February 23, 2024 By Steve Blumenthal "The U.S. deficit has been going up, and it's been going up because of higher interest rates. $17 trillion of treasury bonds come due in the next three to six months. The average interest rate on them is well below where interest rates are [...]Read More >

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Important disclosure information: This website, and above links, contains information that has multiple authors and will offer multiple opinions on topics of interest. Any original written material on this website, either authored by CMG staff or external authors, are strictly the opinion of the author and not of CMG. If you find material that is inaccurate or defaming in any way, please contact us.

No Solicitation or Investment Advice: The material contained on this website is for informational purposes only and CMG is not soliciting any action based upon such material. The material is not to be construed as an offer or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material accessible through this website does not constitute a representation that the investments described herein are suitable or appropriate for any person.
Various links on this site will allow you to leave the CMG Web site. The linked sites are not under the control of CMG, and CMG is not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. CMG is not responsible for any correspondence via email or any other medium, email list servers, webcasting or any other form of transmission received from any linked site. Links to external sources do not imply any official endorsement by CMG or the opinions, ideas or information contained therein, nor guarantees the validity, completeness or utility of the information provided. Reference herein to any products, services, processes, hypertext links to third parties or other information does not necessarily constitute or imply endorsement, sponsorship or recommendation. CMG shall not be held liable for improper or incorrect use of data or information contained in any electronic publications. Data, information, and related graphics contained in electronic publications are not legal documents and are not intended to be used as such. CMG gives no warranty, express or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document.

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